TFA
Tobias Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
26,073
+200
| +0.8% | +$84.9K | 1.89% | 15 |
|
|
2025
Q1 | $9.34M | Sell |
25,873
-733
| -3% | -$265K | 1.81% | 15 |
|
|
2024
Q4 | $10.7M | Sell |
26,606
-195
| -0.7% | -$78.3K | 2.15% | 13 |
|
|
2024
Q3 | $10.1M | Sell |
26,801
-471
| -2% | -$177K | 2.02% | 13 |
|
|
2024
Q2 | $9.94M | Sell |
27,272
-893
| -3% | -$326K | 2.14% | 12 |
|
|
2024
Q1 | $9.49M | Sell |
28,165
-714
| -2% | -$241K | 2.15% | 11 |
|
|
2023
Q4 | $8.76M | Sell |
28,879
-254
| -0.9% | -$77K | 2.13% | 10 |
|
|
2023
Q3 | $7.75M | Sell |
29,133
-431
| -1% | -$115K | 2.03% | 12 |
|
|
2023
Q2 | $8.14M | Buy |
29,564
+214
| +0.7% | +$58.9K | 2.19% | 15 |
|
|
2023
Q1 | $7.17M | Sell |
29,350
-5,128
| -15% | -$1.25M | 2.1% | 14 |
|
|
2022
Q4 | $7.39M | Buy |
34,478
+2,330
| +7% | +$499K | 2.43% | 13 |
|
|
2022
Q3 | $6.76M | Buy |
32,148
+2,063
| +7% | +$434K | 2.39% | 14 |
|
|
2022
Q2 | $6.58M | Buy |
30,085
+9,739
| +48% | +$2.13M | 2.21% | 13 |
|
|
2022
Q1 | $5.65M | Buy |
+20,346
| New | +$5.65M | 1.95% | 17 |
|
|
2021
Q4 | – | Sell |
-18,696
| Closed | -$5.12M | – | 92 |
|
|
2021
Q3 | $5.12M | Sell |
18,696
-133
| -0.7% | -$36.4K | 1.92% | 15 |
|
|
2021
Q2 | $5.11M | Buy |
18,829
+272
| +1% | +$73.8K | 2.02% | 14 |
|
|
2021
Q1 | $4.51M | Sell |
18,557
-1,128
| -6% | -$274K | 1.91% | 15 |
|
|
2020
Q4 | $4.75M | Sell |
19,685
-1,189
| -6% | -$287K | 2.17% | 11 |
|
|
2020
Q3 | $4.53M | Sell |
20,874
-1,069
| -5% | -$232K | 2.48% | 10 |
|
|
2020
Q2 | $4.21M | Sell |
21,943
-1,337
| -6% | -$257K | 2.47% | 10 |
|
|
2020
Q1 | $3.51M | Sell |
23,280
-967
| -4% | -$146K | 2.54% | 9 |
|
|
2019
Q4 | $4.27M | Buy |
+24,247
| New | +$4.27M | 2.73% | 9 |
|